Forvis Mazars Wealth Advisors, LLC
Position in PNC — Pnc Financial Services Group, Inc.
CIK 1352864
Springfield, MO
Position in PNC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$750,788
-$49,482 QoQ
Shares Held
3,608
-5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Forvis Mazars Wealth Advisors, LLC holds $7,366,778 across 14 Banks - Regional names. PNC ranks #2 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
33,395 | $872,277 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
This page
|
3,608 | $750,788 | |
| 3 | CBSH |
Commerce Bancshares Inc /Mo/
|
13,817 | $679,796 | |
| 4 | LKFN |
Lakeland Financial Corp
|
11,722 | $672,608 | |
| 5 | QCRH |
Qcr Holdings Inc
|
7,672 | $655,572 | |
| 6 | USB |
US Bancorp De
|
11,361 | $590,885 | |
| 7 | TFC |
Truist Financial Corp
|
11,807 | $542,767 | |
| 8 | FITB |
Fifth Third Bancorp
|
11,543 | $536,287 |
All Filings in PNC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $750,788 | 3,608 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $800,270 | 3,834 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $759,113 | 3,778 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $936,946 | 5,026 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $812,936 | 4,625 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $655,690 | 3,400 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $639,026 | 3,457 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $535,162 | 3,442 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $537,481 | 3,326 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $412,520 | 2,664 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $336,267 | 2,739 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $576,347 | 4,576 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $364,141 | 2,865 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $491,509 | 3,112 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $470,673 | 3,150 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $496,975 | 3,150 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $544,865 | 2,954 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $526,164 | 2,624 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $513,359 | 2,624 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $506,277 | 2,654 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $469,397 | 2,676 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $563,965 | 3,785 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $422,274 | 3,842 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $394,853 | 3,753 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $356,939 | 3,729 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||